Bryan’s Blog September 2022

By admin | September 11, 2022

My first “investment” was in a savings account at a local bank. I remember that I was taught to track the interest in the passbook so that I could watch the funds grow, albeit very, very slowly. The main reason that savings and checking accounts don’t pay much interest is due to their inherent “safety”.…

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Bryan’s Blog August 2022

By admin | August 11, 2022

Our dog Graham is a handful, and then some. He is a solid 100-pound yellow lab. Looking at Graham, one would think that he shouldn’t have a worry in the world. He is king of our household, eats well, sleeps in our bed, goes out almost whenever he would like and gets away with just…

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Quarterly Newsletter – Third Quarter 2021

By admin | October 15, 2021

Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document. If you would like to receive a full digital copy please contact us.

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Congratulations Christopher Blair!

By admin | August 23, 2021

We wanted to take a moment to congratulate Chris on the successful completion of the Certified Private Wealth Advisor® designation. This designation is a commitment to his ongoing personal development. If you would like to speak to Chris about how this designation adds value to your experience as a client or if you would like to discuss anything else, please…

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Quarterly Newsletter – Second Quarter 2021

By admin | July 15, 2021

Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document. If you would like to receive a full digital copy please contact us.

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Reality Check: Real Risk in Retirement

By admin | May 2, 2021

For this month’s Reality Check, we wanted to discuss the topic which has recently highlighted in the financial media – inflation. Here is what we don’t and can’t know: An acceleration in inflation is a distinct possibility as the economy continues roars back – particularly given another jolt of stimulus. We don’t know for sure that…

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Quarterly Newsletter – First Quarter 2021

By admin | April 15, 2021

Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document. If you would like to receive a full digital copy please contact us.

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